Quest Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Quest Investment Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Sell	86,659 -78,033	-47%	-$9.41M	1.26%	21
2026 Q1	$17.6M	Buy	164,692 +100	+0.1%	+$11.3K	2.05%	12
2025 Q4	$19.5M	Buy	164,592 +81,444	+98%	+$9.65M	2.1%	13
2025 Q3	$9.74M	Buy	83,148 +1,000	+1%	+$111K	1.02%	36
2025 Q2	$8.72M	Buy	82,148 +200	+0.2%	+$19.1K	0.96%	35
2025 Q1	$7.4M	Sell	81,948 -27,480	-25%	-$2.71M	0.92%	40
2024 Q4	$11M	Buy	109,428 +22,788	+26%	+$2.24M	1.28%	33
2024 Q3	$8.13M	Buy	+86,640	New	+$7.86M	0.95%	36

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Quest Investment Management's IWF Position: Q2 2026 in Review

Quest Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 47% in Q2 2026, selling an estimated $9.41M and leaving 86,659 shares worth $10.8M. The position accounts for 1.26% of the portfolio, ranked #21.

Quest Investment Management first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.5M in Q4 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Quest Investment Management held 86,659 shares of iShares Russell 1000 Growth ETF worth $10.8M as of Q2 2026.
Quest Investment Management sold 78,033 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.41M.
iShares Russell 1000 Growth ETF made up 1.26% of Quest Investment Management's portfolio in Q2 2026, its #21 holding.
Quest Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Quest Investment Management's iShares Russell 1000 Growth ETF position peaked at $19.5M in Q4 2025.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.